Business Planning

Life Cycle Business Planning and Owner’s Retirement

As a business owner or executive, you know it’s hard to meet business challenges alone. In addition to the day-to-day operation of the business, you have other issues to worry about, such as meeting and exceeding customer demands or managing your personal financial plan. We have extensive experience in business planning and can assist you with identifying and developing opportunities that will help protect and enhance your company.

From start-up through growth and into your exit and transition, we will be there to help you every step of the way. We will show you how to develop executive benefit programs, retain key people and minimize adverse effects from the loss of a key person. We will also help you design and implement cost efficient and tax-efficient benefits.

Are you planning on retiring completely or do you plan on alternating between working and retirement? Developing a retirement plan that meets your goals and expectations can be time consuming and time is valuable. Choosing an investment strategy, managing the assets within the strategy and regularly maintaining the plan to adjust for market changes is a job of which business owner have little time for.

With our help, the retirement planning challenge becomes simple and easier to fit within a complicated business schedule. We will work with you to develop a custom investment solution that is tailored to your goals, risk tolerance and time horizon. We will focus on who you are as an investor and leverage the revenues of your business to meet your personal retirement goals.

The complexities of the defined benefit space, more specifically the 401(k) space, have changed drastically over the past few years. There has been an increasing focus on plan sponsors and how they manage their plans, leaving companies and their executives at a higher risk.

Implementing an efficient and effective defined benefit plan is quite an undertaking. And the investment management portion of a plan is just a small piece of the entire picture. Along with maintaining the administrative burden, the investment solutions, and fiduciary role, plan sponsors must focus on the plan participants. However, with so much on their plates already, how can they focus on plan wellness?

Whether you are new the the defined benefits space or have an existing plan, we are dedicated to maximizing the corporate retirement planning experience for sponsors and their participants.